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Action Point Financial Planning’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Action Point Financial Planning’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.77M Buy
+27,219
New +$1.74M 0.18% 115

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Action Point Financial Planning's EDV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026: 27,219 shares worth $1.77M. The stake represents 0.18% of the portfolio and ranks #115 among its holdings.

189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Action Point Financial Planning held 27,219 shares of Vanguard World Funds Extended Duration ETF worth $1.77M as of Q2 2026.
  • Vanguard World Funds Extended Duration ETF was a new Action Point Financial Planning position in Q2 2026.
  • Vanguard World Funds Extended Duration ETF made up 0.18% of Action Point Financial Planning's portfolio in Q2 2026, its #115 holding.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.